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#ai #stock-market #ai-infrastructure #ai-chips #semiconductors #quantum-computing #investment #amd #market-trends
#ai
Artificial intelligence
fromnews.bitcoin.com
1 week ago

Nvidia Releases Nemotron 3 Super, a 120B Open AI Model Built for Agentic Workloads

Nvidia launched Nemotron 3 Super, a 120 billion parameter model that significantly reduces AI compute costs and increases throughput.
Artificial intelligence
fromTNW | Insights
1 week ago

Nvidia's Jensen Huang warns DeepSeek running on Huawei chips would be 'horrible outcome' for America

DeepSeek's optimization of AI models for Huawei chips poses a significant threat to US technological dominance.
Venture
fromTNW | Startups-Technology
11 hours ago

Sequoia and Nvidia back David Silver's Ineffable Intelligence at $5.1B

David Silver founded Ineffable Intelligence, raising $5.1 billion despite having no product or revenue, backed by Sequoia Capital and Nvidia.
Artificial intelligence
from24/7 Wall St.
5 days ago

Nvidia's CEO Sees Software Instances "Skyrocketing" - A Shift Investors Can't Ignore

Jensen Huang believes software will thrive despite the rise of AI agents, contradicting market fears of a software decline.
Artificial intelligence
fromnews.bitcoin.com
1 week ago

Nvidia Releases Nemotron 3 Super, a 120B Open AI Model Built for Agentic Workloads

Nvidia launched Nemotron 3 Super, a 120 billion parameter model that significantly reduces AI compute costs and increases throughput.
Artificial intelligence
fromTNW | Insights
1 week ago

Nvidia's Jensen Huang warns DeepSeek running on Huawei chips would be 'horrible outcome' for America

DeepSeek's optimization of AI models for Huawei chips poses a significant threat to US technological dominance.
more#ai
#amd
Business
from24/7 Wall St.
1 day ago

Nvidia Trades at Half AMD's Multiple -- but Here's the Real Story the Market Is Missing

Nvidia's stock may be undervalued compared to AMD when considering growth rates and PEG ratios.
Tech industry
from24/7 Wall St.
2 weeks ago

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.
Business
from24/7 Wall St.
1 day ago

Nvidia Trades at Half AMD's Multiple -- but Here's the Real Story the Market Is Missing

Nvidia's stock may be undervalued compared to AMD when considering growth rates and PEG ratios.
Tech industry
from24/7 Wall St.
2 weeks ago

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.
more#amd
#semiconductors
Tech industry
from24/7 Wall St.
3 days ago

Why Isn't NVIDIA Stock at $300 While Other Semiconductor Stocks Rally?

NVIDIA shares lag behind peers despite strong AI market growth, with a 7% year-to-date increase compared to significant gains from competitors.
Business
from24/7 Wall St.
3 weeks ago

Wedbush: Nvidia has 30-40% upside ahead

Nvidia shows strong revenue growth and potential for significant upside despite current market volatility.
Business
from24/7 Wall St.
3 weeks ago

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.
Tech industry
from24/7 Wall St.
3 days ago

Why Isn't NVIDIA Stock at $300 While Other Semiconductor Stocks Rally?

NVIDIA shares lag behind peers despite strong AI market growth, with a 7% year-to-date increase compared to significant gains from competitors.
Business
from24/7 Wall St.
3 weeks ago

Wedbush: Nvidia has 30-40% upside ahead

Nvidia shows strong revenue growth and potential for significant upside despite current market volatility.
Business
from24/7 Wall St.
3 weeks ago

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.
more#semiconductors
#ai-chips
Artificial intelligence
from24/7 Wall St.
4 days ago

Wall Street Pro Thinks Google's AI Chip Edge Is Getting Harder to Ignore

Alphabet's TPUs are emerging as competitive alternatives to Nvidia's GPUs, showcasing significant performance and cost advantages.
fromWIRED
1 week ago
Artificial intelligence

AI Could Democratize One of Tech's Most Valuable Resources

Tech industry
from24/7 Wall St.
2 weeks ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
Artificial intelligence
from24/7 Wall St.
4 days ago

Wall Street Pro Thinks Google's AI Chip Edge Is Getting Harder to Ignore

Alphabet's TPUs are emerging as competitive alternatives to Nvidia's GPUs, showcasing significant performance and cost advantages.
Artificial intelligence
fromWIRED
1 week ago

AI Could Democratize One of Tech's Most Valuable Resources

Nvidia faces potential competition as startups like Wafer optimize AI code for various chips, challenging its dominance in AI hardware.
Tech industry
from24/7 Wall St.
2 weeks ago

Nvidia Just Posted Its Longest Winning Streak Since 2023. Is This Time for Real?

Nvidia's stock has risen 14% over eight consecutive sessions, driven by strong demand for AI chips and record revenue from Taiwan Semiconductor.
Tech industry
from24/7 Wall St.
2 weeks ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
Tech industry
fromwww.businessinsider.com
2 weeks ago

Andy Jassy is so bullish on Amazon's chips that he took a rare shot at Nvidia

Amazon is advancing its AI chip business, Tranium, to compete with Nvidia, emphasizing better price-performance and significant growth in revenue.
more#ai-chips
#ai-impact
fromFortune
5 days ago
Silicon Valley

Nvidia CEO Jensen Huang says you won't lose your job to AI-you'll lose it to your coworker who uses it | Fortune

AI will not replace jobs, but workers using AI may outpace those who do not.
Artificial intelligence
fromFortune
1 week ago

Nvidia's Jensen Huang says AI assistants will act more like overbearing managers rather than job destroyers: 'They'll be micromanaging you' | Fortune

Tech leaders are divided on AI's impact on jobs, with some predicting job loss and others, like Jensen Huang, seeing opportunities for enhanced human work.
Silicon Valley
fromFortune
5 days ago

Nvidia CEO Jensen Huang says you won't lose your job to AI-you'll lose it to your coworker who uses it | Fortune

AI will not replace jobs, but workers using AI may outpace those who do not.
Artificial intelligence
fromFortune
1 week ago

Nvidia's Jensen Huang says AI assistants will act more like overbearing managers rather than job destroyers: 'They'll be micromanaging you' | Fortune

Tech leaders are divided on AI's impact on jobs, with some predicting job loss and others, like Jensen Huang, seeing opportunities for enhanced human work.
more#ai-impact
Tech industry
from24/7 Wall St.
5 days ago

Jensen Huang Says 'Not One Company' Can Match NVIDIA's Performance Per Dollar. Here's What Investors Should Know

NVIDIA claims to have the best performance per total cost of ownership in AI computing, outperforming all competitors.
Tech industry
fromTechCrunch
5 days ago

Google Cloud launches two new AI chips to compete with Nvidia | TechCrunch

Google Cloud's TPU 8t and TPU 8i chips enhance AI model training and inference, offering significant performance improvements over previous generations.
#ai-infrastructure
fromTechCrunch
5 days ago
Artificial intelligence

Exclusive: Google deepens Thinking Machines Lab ties with new multi-billion-dollar deal | TechCrunch

fromFortune
2 weeks ago
Venture

Tens of billions in days: CoreWeave shows how aggressively AI infrastructure is being funded | Fortune

from24/7 Wall St.
2 weeks ago
Tech industry

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.
Artificial intelligence
fromTechCrunch
5 days ago

Exclusive: Google deepens Thinking Machines Lab ties with new multi-billion-dollar deal | TechCrunch

Thinking Machines Lab signed a multi-billion-dollar deal with Google Cloud to expand its AI infrastructure using Nvidia's latest GPUs.
Tech industry
from24/7 Wall St.
1 week ago

ASML and TSMC Just Told the Market AI Spending Isn't Slowing Down

ASML and TSMC confirm accelerating hyperscaler infrastructure spending, validating the AI buildout's strength and signaling sustained chip demand.
Venture
fromFortune
2 weeks ago

Tens of billions in days: CoreWeave shows how aggressively AI infrastructure is being funded | Fortune

CoreWeave secured significant funding through customer commitments and debt, highlighting aggressive financing in the AI infrastructure sector.
Tech industry
from24/7 Wall St.
2 weeks ago

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.
more#ai-infrastructure
#quantum-computing
Venture
fromFortune
5 days ago

Meet the film school dropout who became a billionaire quantum computing CEO in days thanks to Nvidia | Fortune

Nvidia's endorsement of quantum computing propelled Xanadu's stock and Christian Weedbrook's net worth to new heights in just days.
Venture
fromTNW | Corporates-Innovation
1 week ago

NVIDIA didn't invest in Xanadu, but it made its CEO a billionaire anyway

Christian Weedbrook became a billionaire as Xanadu's stock surged due to NVIDIA's announcements, not through any direct investment in Xanadu.
Business
from24/7 Wall St.
1 week ago

IonQ Rises 4%, D-Wave Surges 5%, Rigetti Gains 3%: The Quantum Rally Is Now a Three-Day Phenomenon

Quantum computing stocks are experiencing significant gains driven by NVIDIA's advancements and strong earnings expectations from companies like IonQ.
Data science
fromTheregister
1 week ago

Nvidia slaps forehead: AI, that's what quantum needs!

Nvidia's AI models aim to reduce quantum processor error rates significantly, enhancing the reliability of quantum computing applications.
Tech industry
from24/7 Wall St.
1 week ago

NVIDIA Rises Even as Quantum Computing Threat Looms and Insider Selling Sparks Debate

NVIDIA shares rose 3% today, driven by the launch of quantum AI software and an expanded partnership with IBM.
Venture
fromFortune
5 days ago

Meet the film school dropout who became a billionaire quantum computing CEO in days thanks to Nvidia | Fortune

Nvidia's endorsement of quantum computing propelled Xanadu's stock and Christian Weedbrook's net worth to new heights in just days.
Venture
fromTNW | Corporates-Innovation
1 week ago

NVIDIA didn't invest in Xanadu, but it made its CEO a billionaire anyway

Christian Weedbrook became a billionaire as Xanadu's stock surged due to NVIDIA's announcements, not through any direct investment in Xanadu.
Business
from24/7 Wall St.
1 week ago

IonQ Rises 4%, D-Wave Surges 5%, Rigetti Gains 3%: The Quantum Rally Is Now a Three-Day Phenomenon

Quantum computing stocks are experiencing significant gains driven by NVIDIA's advancements and strong earnings expectations from companies like IonQ.
Data science
fromTheregister
1 week ago

Nvidia slaps forehead: AI, that's what quantum needs!

Nvidia's AI models aim to reduce quantum processor error rates significantly, enhancing the reliability of quantum computing applications.
Tech industry
from24/7 Wall St.
1 week ago

NVIDIA Rises Even as Quantum Computing Threat Looms and Insider Selling Sparks Debate

NVIDIA shares rose 3% today, driven by the launch of quantum AI software and an expanded partnership with IBM.
more#quantum-computing
Tech industry
fromFuturism
1 week ago

Nvidia CEO Loses His Cool at Tough Question

Nvidia CEO Jensen Huang expressed strong opposition to the idea that selling AI chips to China would harm the U.S. tech industry.
Business
from24/7 Wall St.
1 week ago

BlackBerry Surges 15% on NVIDIA Deal: Is the Long-Awaited Revaluation Finally Here?

BlackBerry stock surged 15% after announcing a collaboration with NVIDIA to integrate its QNX operating system into edge AI applications.
Business
from24/7 Wall St.
1 week ago

The Stocks Billionaires Can't Stop Buying Right Now

Following billionaire investors can provide insights into successful long-term stock investments.
European startups
fromTNW | Robots
1 week ago

Siemens and Humanoid deployed an Nvidia-powered humanoid robot

Siemens, Nvidia, and Humanoid deployed an AI-powered robot in live logistics at a Siemens factory, achieving high efficiency and integration with production systems.
Venture
from24/7 Wall St.
1 week ago

Billionaire Ray Dalio Is Betting Big on These 4 AI Stocks

Bridgewater Associates is significantly investing in AI, focusing on companies like NVIDIA, Lam Research, Salesforce, and Alphabet.
Business
from24/7 Wall St.
1 week ago

This Hedge Fund-Favored Semi Stock is on the Cusp of a Multi-Year Breakout

Texas Instruments is a legacy tech company with potential in the AI sector despite being overshadowed by more exciting semiconductor plays.
#broadcom
Artificial intelligence
from24/7 Wall St.
1 week ago

Broadcom's New AI Partnership With Google and Anthropic Could Supercharge the Next Leg of the Rally

Broadcom's partnerships and AI chip designs position it for significant growth amid rising demand for custom silicon solutions.
Tech industry
from24/7 Wall St.
3 weeks ago

Nvidia vs Broadcom: Which AI Stock Will Make You More Money

Nvidia and Broadcom reported significant AI-driven revenue growth, with Nvidia focusing on GPUs and Broadcom on custom silicon.
Artificial intelligence
from24/7 Wall St.
1 week ago

Broadcom's New AI Partnership With Google and Anthropic Could Supercharge the Next Leg of the Rally

Broadcom's partnerships and AI chip designs position it for significant growth amid rising demand for custom silicon solutions.
Tech industry
from24/7 Wall St.
3 weeks ago

Nvidia vs Broadcom: Which AI Stock Will Make You More Money

Nvidia and Broadcom reported significant AI-driven revenue growth, with Nvidia focusing on GPUs and Broadcom on custom silicon.
more#broadcom
#geforce-now
Vue
fromGadgets 360
1 week ago

GeForce Now Explained: What Is It, Features, Subscription Plans and More

Nvidia GeForce Now launches in India, enabling cloud gaming without high-end hardware through streaming from powerful remote servers.
Vue
fromGadgets 360
1 week ago

Nvidia's Cloud Gaming Service is Now Available in India in Early Access

Nvidia launched early access to its GeForce Now cloud gaming service in India, allowing gamers to stream PC games without high-end hardware.
Vue
fromGadgets 360
1 week ago

GeForce Now Explained: What Is It, Features, Subscription Plans and More

Nvidia GeForce Now launches in India, enabling cloud gaming without high-end hardware through streaming from powerful remote servers.
Vue
fromGadgets 360
1 week ago

Nvidia's Cloud Gaming Service is Now Available in India in Early Access

Nvidia launched early access to its GeForce Now cloud gaming service in India, allowing gamers to stream PC games without high-end hardware.
more#geforce-now
Tech industry
from24/7 Wall St.
1 week ago

Buy, Sell or Hold TSM Stock Below $500 or NVDA Stock Below $200?

NVIDIA and TSMC play crucial roles in AI infrastructure, with NVIDIA focusing on GPU design and TSMC on chip manufacturing.
Tech industry
from24/7 Wall St.
1 week ago

Why I Can't Stop Buying Nvidia Stock

NVIDIA's growth trajectory continues to accelerate, with significant revenue and net income increases, indicating strong market positioning and demand.
#coreweave
Tech industry
from24/7 Wall St.
1 week ago

CoreWeave Just Locked In $21 Billion From Meta. Here's Who Else Wins.

CoreWeave secured a $21 billion commitment from Meta, solidifying its role as a key AI cloud infrastructure partner.
Artificial intelligence
fromTNW | Anthropic
2 weeks ago

CoreWeave signs multi-year Anthropic deal as nine of ten top AI model providers join its platform

CoreWeave secured a multi-year deal with Anthropic for Nvidia GPU access, expanding its AI infrastructure capabilities significantly.
Tech industry
from24/7 Wall St.
1 week ago

CoreWeave Just Locked In $21 Billion From Meta. Here's Who Else Wins.

CoreWeave secured a $21 billion commitment from Meta, solidifying its role as a key AI cloud infrastructure partner.
Artificial intelligence
fromTNW | Anthropic
2 weeks ago

CoreWeave signs multi-year Anthropic deal as nine of ten top AI model providers join its platform

CoreWeave secured a multi-year deal with Anthropic for Nvidia GPU access, expanding its AI infrastructure capabilities significantly.
more#coreweave
Venture
fromwww.businessinsider.com
1 week ago

Jensen Huang explains why Nvidia invests in tons of companies, instead of trying to pick winners

Nvidia invests in numerous tech companies to support innovation rather than picking winners, reflecting its own history of unexpected success.
Business
from24/7 Wall St.
1 week ago

Jim Cramer Says 'It Just Didn't Happen' - and That's Why Many Americans Missed the Most Powerful Rally of 2026

Investors missed market gains due to unfounded fears, while major stocks like Nvidia and Amazon surged significantly.
Graphic design
fromKotaku
1 week ago

Nvidia Says Pragmata Looks 'Improved' With Path Tracing, Is Wrong

Big tech's attempts to enhance art often result in visuals lacking depth and artistic intent, leading to poor comparisons and washed-out images.
fromTechzine Global
1 week ago

'Nvidia wants to acquire a PC manufacturer like Dell or HP'

Nvidia is not in talks regarding the acquisition of any PC manufacturer, according to a spokesperson. The company firmly denies the reports circulating in the market.
Tech industry
Artificial intelligence
fromComputerworld
1 week ago

Nvidia's Stephen Jones on the toolkit powering GPUs: 'A wild ride'

Nvidia's CUDA toolkit is foundational for AI advancements and is driving innovations in quantum computing, robotics, and autonomous vehicles.
Python
fromTalkpython
2 weeks ago

Wheel Next + Packaging PEPs

Wheel Next initiative aims to optimize Python package installations for modern hardware features.
Business
from24/7 Wall St.
2 weeks ago

Super Micro Computer (SMCI) Trades 48% Below Analyst Targets After Indictment Selloff

Super Micro Computer faces a governance crisis and legal issues, leading to a significant gap between its stock price and analyst targets.
#stock-market
Business
from24/7 Wall St.
2 weeks ago

Nvidia Price Prediction: 1 Year Bull and Bear Case

NVIDIA's price target is $237.71, indicating a 34.85% upside despite a recent pullback in shares.
Business
from24/7 Wall St.
2 weeks ago

Can NVIDIA Stock Really Reach $360? Or is That an Analyst Pipe-Dream?

Nvidia's stock faces strong resistance, but analysts remain bullish amid strong earnings and attractive valuations.
Business
from24/7 Wall St.
2 weeks ago

Nvidia Price Prediction: 1 Year Bull and Bear Case

NVIDIA's price target is $237.71, indicating a 34.85% upside despite a recent pullback in shares.
Business
from24/7 Wall St.
3 weeks ago

Price Prediction: Nvidia Stock Will Be Worth This Much In 2027

NVIDIA stock is projected to reach $207.45 by 2027, indicating an 18.95% upside from current levels.
more#stock-market
Tech industry
fromTNW | Artificial-Intelligence
2 weeks ago

Meta commits another $21 billion to CoreWeave, bringing total AI cloud spend to $35 billion

Meta has committed an additional $21 billion to CoreWeave for AI cloud capacity, raising their total partnership value to approximately $35 billion.
Venture
from24/7 Wall St.
2 weeks ago

NVIDIA Chips are Going to Space. Could the Stock Be Next?

Nvidia is developing space-based data centers, leveraging orbital computing for AI and 5G connectivity as the corporate space race intensifies.
#amazon
Tech industry
fromTechCrunch
2 weeks ago

Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter | TechCrunch

Amazon's CEO Andy Jassy emphasizes the success of Trainium and Graviton chips while subtly challenging competitors like Nvidia and Intel.
Tech industry
from24/7 Wall St.
3 weeks ago

Is Amazon CEO Jassy wrong about his custom chips bet?

Amazon's custom silicon strategy is proving successful, with significant revenue growth and cost advantages over Nvidia's GPUs.
Tech industry
fromTechCrunch
2 weeks ago

Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter | TechCrunch

Amazon's CEO Andy Jassy emphasizes the success of Trainium and Graviton chips while subtly challenging competitors like Nvidia and Intel.
Tech industry
from24/7 Wall St.
3 weeks ago

Is Amazon CEO Jassy wrong about his custom chips bet?

Amazon's custom silicon strategy is proving successful, with significant revenue growth and cost advantages over Nvidia's GPUs.
more#amazon
#gpus
Tech industry
fromTheregister
2 weeks ago

Supply chain challenges risk delaying Nvidia's Rubin GPUs

Nvidia's next-gen Rubin GPUs may ship later and in smaller volumes due to supply chain challenges, impacting overall GPU shipment forecasts.
Tech industry
fromTheregister
3 weeks ago

Nvidia embraces optical scale-up as copper reaches limits

Nvidia plans to integrate over a thousand GPUs into a single system using photonic interconnects by 2028, investing heavily in optics and interconnect technology.
Tech industry
fromTheregister
2 weeks ago

Supply chain challenges risk delaying Nvidia's Rubin GPUs

Nvidia's next-gen Rubin GPUs may ship later and in smaller volumes due to supply chain challenges, impacting overall GPU shipment forecasts.
Tech industry
fromTheregister
3 weeks ago

Nvidia embraces optical scale-up as copper reaches limits

Nvidia plans to integrate over a thousand GPUs into a single system using photonic interconnects by 2028, investing heavily in optics and interconnect technology.
more#gpus
Artificial intelligence
from24/7 Wall St.
2 weeks ago

Nvidia Heads to the Final Frontier: Stakes Claim to the $1.8 Trillion Space Economy

Nvidia is expanding its AI technology into space, enhancing lunar imaging and analysis through partnerships with Planet Labs and Firefly Aerospace.
Silicon Valley
from24/7 Wall St.
2 weeks ago

Nvidia Chips Are Getting Stolen

Nvidia faces significant chip smuggling issues, particularly involving Chinese companies, prompting actions from Bain Capital to address the situation.
World news
fromFortune
2 weeks ago

Trump's ceasefire gives Iran control of the Strait of Hormuz-and Mojtaba Khamenei is reportedly alive | Fortune

Oil prices dropped to $94 per barrel following a U.S.-Iran ceasefire agreement, boosting global stock markets significantly.
#ai-investment
Venture
from24/7 Wall St.
2 weeks ago

Wealth Manager: "Hard to See a World Where You're Not Investing in AI" Buy These Dips Now

Investing in AI is essential for long-term growth, with major companies significantly increasing their capital expenditures and revenues.
Venture
from24/7 Wall St.
3 weeks ago

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.
Venture
from24/7 Wall St.
2 weeks ago

Wealth Manager: "Hard to See a World Where You're Not Investing in AI" Buy These Dips Now

Investing in AI is essential for long-term growth, with major companies significantly increasing their capital expenditures and revenues.
Venture
from24/7 Wall St.
3 weeks ago

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.
more#ai-investment
#supermicro
fromFortune
2 weeks ago
Toronto startup

Supermicro launches probe after co-founder's arrest on charges of $2.5 billion in chip smuggling | Fortune

Silicon Valley
fromFortune
3 weeks ago

Supermicro soared because of $4 trillion Nvidia-and Jensen Huang can walk away any time he wants | Fortune

A scandal involving Supermicro's co-founder threatens the long-standing partnership with Nvidia, impacting their collaboration in the AI sector.
fromFortune
2 weeks ago
Toronto startup

Supermicro launches probe after co-founder's arrest on charges of $2.5 billion in chip smuggling | Fortune

Silicon Valley
fromFortune
3 weeks ago

Supermicro soared because of $4 trillion Nvidia-and Jensen Huang can walk away any time he wants | Fortune

A scandal involving Supermicro's co-founder threatens the long-standing partnership with Nvidia, impacting their collaboration in the AI sector.
more#supermicro
Business
fromFortune
2 weeks ago

The AI trade is over. Top Wall Street analysts say the AI opportunity might be just starting | Fortune

Wall Street has methodically reduced AI investments without a dramatic crash, indicating a controlled descent rather than a collapse.
Business
from24/7 Wall St.
2 weeks ago

Lebenthal: NVDA and Micron account for nearly all S&P tech earnings growth

Nvidia and Micron significantly drive S&P earnings growth, with Nvidia's revenue soaring and Micron's guidance indicating strong future performance.
#slurm
Tech industry
fromInfoWorld
2 weeks ago

Nvidia's SchedMD acquisition puts open-source AI scheduling under scrutiny

Nvidia's acquisition of Slurm raises concerns about potential bias towards its own hardware in workload management.
Tech industry
fromComputerworld
2 weeks ago

Nvidia's SchedMD acquisition puts open-source AI scheduling under scrutiny

Nvidia's acquisition of Slurm raises concerns about potential bias towards its own hardware in workload management.
Tech industry
fromInfoWorld
2 weeks ago

Nvidia's SchedMD acquisition puts open-source AI scheduling under scrutiny

Nvidia's acquisition of Slurm raises concerns about potential bias towards its own hardware in workload management.
Tech industry
fromComputerworld
2 weeks ago

Nvidia's SchedMD acquisition puts open-source AI scheduling under scrutiny

Nvidia's acquisition of Slurm raises concerns about potential bias towards its own hardware in workload management.
more#slurm
Tech industry
fromTheregister
2 weeks ago

UALink delivers 2.0 spec before v. 1.0 silicon ships

UALink Consortium aims to create an open standard for GPU networking to rival Nvidia's offerings, with new specs released but silicon shipping months away.
Tech industry
from24/7 Wall St.
3 weeks ago

Got $1,000? Nvidia vs. Palantir - Only One Deserves Your Money Right Now

Nvidia and Palantir represent different approaches to the AI economy, with Nvidia focusing on hardware and Palantir on software.
Intellectual property law
fromKotaku
3 weeks ago

Nvidia's DLSS 5 YouTube Reveal Video Hit By Copyright Strike

YouTube faces criticism for copyright abuse as multiple channels, including Nvidia's, receive false claims from La7 for using their own content.
Artificial intelligence
from24/7 Wall St.
3 weeks ago

NVIDIA CEO Jensen Huang Says AGI Is Here. If He's Right, These Stocks Win Big

Jensen Huang claims that AGI has been achieved, prompting investors to reassess potential impacts on productivity and industry transformation.
Business
from24/7 Wall St.
3 weeks ago

The 1 Stat That Proves Nvidia Remains a Screaming Buy Below $200

Nvidia's operating income surged to $130.4 billion in fiscal 2026, indicating strong growth potential and making the stock an attractive entry point for investors.
Tech industry
from24/7 Wall St.
3 weeks ago

Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons-Is It Justified?

Arm Holdings' AGI CPU release has sparked significant market interest, raising questions about its competitive position in the tech industry.
#marvell-technology
Tech industry
fromTNW | Corporates-Innovation
3 weeks ago

Nvidia's $2 billion Marvell bet is not an investment. It is a toll booth.

Nvidia's $2 billion investment in Marvell Technology integrates them into NVLink Fusion, ensuring revenue from custom AI accelerators for hyperscalers.
Venture
from24/7 Wall St.
3 weeks ago

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

NVIDIA's $2 billion investment in Marvell positions the company as a key player in AI infrastructure development.
Tech industry
fromTNW | Corporates-Innovation
3 weeks ago

Nvidia's $2 billion Marvell bet is not an investment. It is a toll booth.

Nvidia's $2 billion investment in Marvell Technology integrates them into NVLink Fusion, ensuring revenue from custom AI accelerators for hyperscalers.
Venture
from24/7 Wall St.
3 weeks ago

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

NVIDIA's $2 billion investment in Marvell positions the company as a key player in AI infrastructure development.
more#marvell-technology
Venture
from24/7 Wall St.
3 weeks ago

Why Marvell's Breakout Deserves Investors' Attention

Marvell stock shows potential for long-term growth following Nvidia's $2 billion investment, despite short-term market fluctuations.
Roam Research
fromArs Technica
3 weeks ago

New Rowhammer attacks give complete control of machines running Nvidia GPUs

Rowhammer attacks on Nvidia GPUs can compromise CPU memory, allowing full control of host machines.
Software development
fromArs Technica
3 weeks ago

Nvidia rolls out its fix for PC gaming's "compiling shaders" wait times

Nvidia's new Auto Shader Compilation feature allows automatic shader compilation during idle times to reduce load times for PC gamers.
Venture
from24/7 Wall St.
3 weeks ago

Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone

Nvidia is investing heavily to build the operating system for the AI economy, not just a chip company.
Tech industry
from24/7 Wall St.
3 weeks ago

Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers

Nvidia's growth is increasingly driven by enterprise and industrial sectors, not just cloud service providers.
Video games
fromGadgets 360
3 weeks ago

Nvidia Brings New AI Features With a New DLSS 4.5 Update

Nvidia's DLSS 4.5 update introduces 6X multi-frame generation and dynamic multi-frame generation for enhanced gaming performance.
[ Load more ]